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ZTO Express

230 hedge funds and large institutions have $7.23B invested in ZTO Express in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 73 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 73

1.95% more ownership

Funds ownership: 36.29%38.24% (+2%)

4% more capital invested

Capital invested by funds: $6.97B → $7.23B (+$262M)

3% less funds holding

Funds holding: 237230 (-7)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

14% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 36

60% less call options, than puts

Call options by funds: $49.2M | Put options by funds: $122M

Holders
230
Holders Change
-7
Holders Change %
-2.95%
% of All Funds
4.04%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
31
Increased
98
Reduced
73
Closed
36
Calls
$49.2M
Puts
$122M
Net Calls
-$72.7M
Net Calls Change
-$80.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
201
North Star Investment Management
Illinois
$29K
CI Investments Inc
202
CI Investments Inc
Ontario, Canada
$28K +$10.5K +323 +50%
SPIA
203
Steward Partners Investment Advisory
New York
$27.4K +$30.7K +940 New
JWM
204
Janiczek Wealth Management
Colorado
$24K +$18.3K +561 +205%
HI
205
Harbour Investments
Wisconsin
$23K +$25.8K +791 New
LC
206
Lindbrook Capital
California
$21K +$3.52K +108 +18%
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$16K +$18.3K +562 New
EFSCE
208
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$2.84K +87 +20%
FPS
209
Fieldpoint Private Securities
Connecticut
$15K +$6.04K +185 +59%
BFEC
210
Benjamin F. Edwards & Company
Missouri
$14K -$1.76K -54 -10%
JWA
211
JFS Wealth Advisors
Pennsylvania
$14K +$12.2K +373 +377%
ST
212
Smithfield Trust
Pennsylvania
$12K
CG
213
Cutler Group
California
$12K +$13.6K +416 New
FMII
214
Farmers & Merchants Investments Inc
Nebraska
$11K +$1.86K +57 +17%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$10K
AWA
216
Arkadios Wealth Advisors
Georgia
$8K +$9.66K +296 New
TRCT
217
Tower Research Capital (TRC)
New York
$6K -$27.3K -835 -81%
BAM
218
Bellevue Asset Management
Washington
$6K +$1.63K +50 +32%
WAP
219
Wealthcare Advisory Partners
Pennsylvania
$6K +$6.53K +200 New
IWP
220
IAG Wealth Partners
Wisconsin
$5K
AWM
221
Atticus Wealth Management
Florida
$3K -$4.24K -130 -53%
GWS
222
Glassman Wealth Services
Virginia
$3K +$849 +26 +40%
TFA
223
Toth Financial Advisory
Virginia
$2K
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$1K -$1.77M -54,257 -100%
PCG
225
Private Capital Group
Connecticut
$1K

ZTO Hedge Fund Activity: Q1 2021 in Review

230 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2021, worth a combined $7.23B — up 3.8% from $6.97B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of ZTO and 31 opened new positions — a net loss of 5 holders — while 73 trimmed existing stakes and 98 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $292M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $102M.

  • 230 institutional investors held ZTO Express (ZTO) as of Q1 2021, down from 237 in Q4 2020.
  • Funds reported $7.23B of ZTO Express stock for Q1 2021, up 3.8% quarter-over-quarter.
  • 31 funds opened new ZTO Express positions in Q1 2021 and 36 closed out, a net change of -5 holders.
  • The largest ZTO Express buyer in Q1 2021 was Capital Research Global Investors, an estimated $292M added.
  • The largest ZTO Express seller in Q1 2021 was Canada Pension Plan Investment Board, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2021.